• Get the most value by setting-up automatic transfers.
  • Maximize your earnings potential by having money sweep between accounts.
  • Manage a steady cash flow.
  • Make scheduled transfers to accounts where the cash is able to accrue a higher return.


  • Work with a banker to determine your target balance.
  • Invest money above the target amount in an interest bearing account.
  • Setup automatic transfers or make online transfers.
  • Link to loans.